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Issue Name:March - June
Cover:6 Growth Factors Driving the Financial Planning Profession
Content:
S.No.Section NameTopicAuthor
1Regulator SpeakRole of Financial Planning Services in the New Pension SystemD Swarup, Chairman, Pension Fund Regulatory Development Authority
2Global OutlookNew Life in the Delivery of Financial Planning - Ameriprise ExperienceJames A. Barnash, National Director of Financial Planning, Ameriprise Financial
3Practice ManagementIntegrating the Technical and Emotional Aspects of FP SolutionsJoydeep Roy, CFP, Chief Distribution Officer, Tata AIG Life Insurance & Sanjay Awale, Head Strategic Planning - Channel Marketing, Tata AIG Life Insurance
4Banking SectorFinancial Planning Services - Challenges for Public Sector BanksC. S. Jain, General Manager (New Business), State Bank of India
5Practice IdeasFamily Office 101 - Managing Family Wealth and LegacyAkhilesh Tilotia, CFP, Director, PARK Financial Advisors Pvt. Ltd.
6Market OpportunitiesManaging Consistency Across GeographiesRajiv Deep Bajaj, CFP, Managing Director, Bajaj Capital Ltd.
7International ModelsProfessional Financial Planning Advisory Services - The Advisors’ AdvisorIndy Singh, Managing Director, Fiducian Financial Services Alan Hinde, Head of Financial Planning, Fiducian Financial Services
8Real EstateReality Funds as Investment Vehicles to Property PlayPushkar Chugh, CFP, Associate VP, Terrafirma Realty Advisors Pvt. Ltd.
9Business StrategiesEvolving Distribution Strategies - Reaching Out to Retail InvestorsSyed Shahabuddin, Managing Director & CEO, SBI Funds Management Pvt. Ltd.
10New HorizonsSocially Responsible Investing When Money Meets EthicsRamesh Patibanda, CFP, Director of Financial Planning, Advice America
11Investment PlanningPros and Cons of Using Tax-efficient Investment InstrumentsNaresh Pachisia, CFP, Managing Director, SKP Securities Ltd
12Macro EconomyThe Third Inevitable - Impact of Inflation on Financial PlanningSreekant V, CFP, Managing Partner, Sabarigiri Institute
13Mutual FundsReviewing the Growing Market for Mutual Funds in IndiaArindam Ghosh, CEO, Mirae Asset Financial Group
14Debt ManagementUnderstanding Hidden Cost of Credit - a Borrower’s PerspectiveVipin Kumar, CFP, Proprietor, Kumar Financial Planners
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